Stock
Reported value
$22B
Holders
646
+78 new · −89 exited
Holders’ est. mark
−$225.6M
Price effect on 226 books still in the name
Largest holder
$3.47B
JONES FINANCIAL COMPANIES LLLP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $296.3M
- Icahn Capital0.0% · $1.62M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 95.4M | $3.47B | −$84M | Added$183.8M |
| PRUDENTIAL PLC | 61.5M | $2.26B | −$34.1M | Cut−$100M |
| WELLS FARGO & COMPANY/MN | 46.2M | $1.7B | −$24.2M | Added$72.4M |
| NORTHERN TRUST CORP | 33.7M | $1.24B | −$18.7M | Cut−$125.2M |
| UBS Group AG | 25.2M | $929.7M | −$1.23M | Added$847.1M |
| Corebridge Financial, Inc. | 23.2M | $845.6M | — | New |
| BlackRock, Inc. | 22.9M | $844.6M | −$11.6M | Added$61.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 22.6M | $833.7M | −$9.41M | Added$199.5M |
| BANK OF AMERICA CORP /DE/ | 21.3M | $784.1M | −$11.8M | Cut−$431.8M |
| GOLDMAN SACHS GROUP INC | 20.9M | $770.6M | −$11M | Added$32M |
| RAYMOND JAMES FINANCIAL INC | 19.4M | $716.2M | −$10.2M | Added$30.3M |
| Japan Science & Technology Agency | 14.3M | $527.5M | −$7.95M | Cut−$7.95M |
| MORGAN STANLEY | 12.6M | $463.3M | −$6.98M | Cut−$33.7M |
| TIAA Wealth Investment Management LLC | 11.3M | $411.6M | — | Held |
| Caisse de depot et placement du Quebec | 10.1M | $370.5M | −$5.58M | Cut−$5.58M |
| Fidelity | 8.04M | $296.3M | −$3.19M | Added$81.5M |
| Ocean Park Asset Management, LLC | 7.1M | $261.5M | −$3.94M | Cut−$25.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.65M | $208.3M | −$1.01M | Added$139.9M |
| ENVESTNET ASSET MANAGEMENT INC | 5.39M | $198.4M | −$3.02M | Cut−$3.18M |
| NEPC LLC | 5.23M | $192.7M | −$2.32M | Added$36.4M |
| PRINCIPAL FINANCIAL GROUP INC | 5.22M | $192.5M | −$2.9M | Cut−$7.38M |
| JPMORGAN CHASE & CO | 5.15M | $187.8M | −$4.71M | Cut−$257.4M |
| ROYAL BANK OF CANADA | 4.88M | $179.7M | −$2.25M | Added$28.1M |
| LPL Financial LLC | 4.64M | $170.8M | −$2.57M | Cut−$33.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.29M | $158M | — | Held |
| Elo Mutual Pension Insurance Co | 3.75M | $138M | −$371.8K | Added$112.9M |
| SigFig Wealth Management, LLC | 3.09M | $113.8M | −$1.5M | Added$12.5M |
| Allspring Global Investments Holdings, LLC | 3.05M | $112.3M | −$22 | Added$112.3M |
| One Capital Management, LLC | 2.61M | $96.2M | −$1.3M | Added$8.58M |
| ASSETMARK, INC | 2.38M | $87.9M | −$1.31M | Cut−$551K |
| Ninety One UK Ltd | 2.29M | $84.5M | −$479.8K | Added$52.2M |
| Kensington Asset Management, LLC | 2.22M | $81.7M | −$1.31M | Cut−$61.6M |
| 1832 Asset Management L.P. | 2.15M | $79M | −$1.19M | Cut−$30.6M |
| CWM, LLC | 2.02M | $74.4M | $60.5M | Added$74.3M |
| Cerity Partners LLC | 1.96M | $72.3M | −$993.2K | Added$5.37M |
| Bank of New York Mellon Corp | 1.82M | $67.2M | −$1.01M | Cut−$22.4M |
| AMERICAN CENTURY COMPANIES INC | 1.8M | $66.2M | −$996.9K | Cut−$8.35M |
| SHENKMAN CAPITAL MANAGEMENT INC | 1.71M | $64.2M | $8.73K | Added$16M |
| REBALANCE, LLC | 1.74M | $64M | −$932.6K | Added$1.2M |
| Bricktown Capital, LLC | 1.55M | $57.1M | −$860.6K | Cut−$3.27M |
| Liberty Mutual Group Asset Management Inc. | 1.49M | $54.7M | −$372.4K | Added$29.6M |
| 1607 Capital Partners, LLC | 1.43M | $52.6M | −$792.6K | Cut−$4.84M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.4M | $51.6M | −$893.1K | Added$215.6K |
| FACTORY MUTUAL INSURANCE CO | 1.35M | $49.9M | −$752K | Cut−$752K |
| Venturi Wealth Management, LLC | 1.32M | $48.5M | −$13.7K | Added$47.6M |
| Koss-Olinger Consulting, LLC | 1.26M | $46.3M | −$697.6K | Cut−$8.99M |
| Baird Financial Group, Inc. | 1.25M | $46.2M | −$594.2K | Added$6.13M |
| BARINGS LLC | 1.24M | $45.6M | −$667K | Added$1.02M |
| Wealthfront Advisers LLC | 1.19M | $43.7M | −$658.7K | Cut−$8.78M |
| ALLSTATE CORP | 1.17M | $43.1M | −$649.2K | Cut−$765.9K |
| Gerber Kawasaki Wealth & Investment Management | 1.17M | $43.1M | −$96.8K | Added$35.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12M | $41.3M | −$585.1K | Added$1.92M |
| OSAIC HOLDINGS, INC. | 1.11M | $40.8M | −$620.6K | Cut−$2.03M |
| DSC Meridian Capital LP | 1.08M | $40M | −$472.7K | Added$8.12M |
| Prime Capital Investment Advisors, LLC | 1.08M | $39.9M | −$570.2K | Added$1.45M |
| Cetera Investment Advisers | 1.07M | $39.4M | −$593.6K | Cut−$4.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.03M | $38.3M | −$168.7K | Added$8.05M |
| Capital Asset Advisory Services LLC | 1.02M | $38.2M | −$254.5K | Cut−$18.7K |
| US BANCORP \DE\ | 1.02M | $37.4M | −$563.8K | Cut−$2.83M |
| MACKENZIE FINANCIAL CORP | 1.01M | $37.1M | −$520.3K | Cut−$8.95M |
| STIFEL FINANCIAL CORP | 1M | $37M | −$532K | Added$1.15M |
| Equitable Holdings, Inc. | 533.9K | $36.7M | $16.8M | Added$15.6M |
| Roberts Financial Services LLC | 975.3K | $35.9M | −$541.3K | Cut−$7.3M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 952.5K | $35.1M | −$462.6K | Added$3.92M |
| First Command Advisory Services, Inc. | 817.1K | $30.1M | −$393.9K | Added$3.56M |
| State of New Jersey Common Pension Fund D | 800K | $29.5M | −$444K | Cut−$41.6M |
| Chandler Asset Management, Inc. | 787.9K | $29M | — | New |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 783K | $28.8M | −$434.6K | Cut−$250.5M |
| SEI INVESTMENTS CO | 779.1K | $28.7M | −$145.1K | Added$18.9M |
| PRUDENTIAL FINANCIAL INC | 685.1K | $25.2M | −$404.2K | Cut−$404.2K |
| &PARTNERS | 674.5K | $24.7M | −$545.9K | Added$402.5K |
| Santa Clara Valley Transportation Authority | 660.5K | $24.3M | −$366.6K | Cut−$366.6K |
| Stockman Wealth Management, Inc. | 650.1K | $24M | — | New |
| Rakuten Investment Management, Inc. | 632.6K | $23.9M | $0 | Added$12M |
| Baker Avenue Asset Management, LP | 629.4K | $23.2M | −$340.4K | Added$252.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 618.3K | $22.8M | −$340.2K | Cut−$147.6K |
| SUMITOMO LIFE INSURANCE CO | 610.7K | $22.5M | −$338.9K | Cut−$5.7M |
| Keeler Thomas Management LLC | 596.6K | $22M | −$109.5K | Added$14.6M |
| Alaska Permanent Fund Corp | 576.6K | $21.5M | — | New |
| BNP PARIBAS FINANCIAL MARKETS | 554.8K | $20.4M | −$307.6K | Cut−$288.7K |
| Counterpoint Mutual Funds LLC | 554.2K | $20.4M | −$307.6K | Cut−$543.5M |
| Allegiance Financial Group Advisory Services LLC | 512.4K | $18.9M | −$262.5K | Added$1.23M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 494.7K | $18.2M | −$274.6K | Cut−$3.28M |
| AMERIPRISE FINANCIAL INC | 493.8K | $18.2M | −$253.6K | Cut−$4.58M |
| ALLIANCEBERNSTEIN L.P. | 482.8K | $18.1M | $0 | Added$528.1K |
| Wedmont Private Capital | 482.7K | $17.9M | −$181.2K | Added$1.33M |
| MANNING & NAPIER ADVISORS LLC | 481.3K | $17.7M | −$214.8K | Added$4.1M |
| TRUIST FINANCIAL CORP | 475.1K | $17.5M | −$263.7K | Cut−$3.57M |
| NOMURA ASSET MANAGEMENT CO LTD | 466.3K | $17.2M | −$89.9K | Added$11.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 424.9K | $15.7M | −$235.8K | Cut−$8.81M |
| Nuveen, LLC | 409.1K | $15.4M | $100.2K | Cut−$2.07M |
| Trajan Wealth LLC | 417.7K | $15.4M | −$212.1K | Added$1.1M |
| OneDigital Investment Advisors LLC | 412.2K | $15.2M | −$228.8K | Cut−$4.8M |
| DEUTSCHE BANK AG\ | 410K | $15.1M | −$130K | Added$6.42M |
| Horizon Investments, LLC | 409.4K | $14.9M | −$125.1K | Added$10.2M |
| Summit Wealth Group, LLC | 396.5K | $14.6M | −$205.7K | Added$751K |
| CHOREO, LLC | 375.6K | $13.8M | — | New |
| Northeast Financial Group, Inc. | 373.1K | $13.7M | −$203.5K | Cut−$2.31M |
| LOOMIS SAYLES & CO L P | 359.2K | $13.2M | −$191.7K | Added$315K |
| Fifth Third Securities, Inc. | 348.3K | $12.8M | −$166K | Added$1.65M |
| CVS HEALTH Corp | 348.1K | $12.8M | −$148.8K | Added$2.8M |
| Destiny Wealth Partners, LLC | 346.4K | $12.8M | −$257K | Added$1.1M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 333.2K | $12.3M | −$158.8K | Added$1.58M |
| Grove Bank & Trust | 331.3K | $12.2M | −$174K | Added$483.9K |
| CNO Financial Group, Inc. | 320K | $11.8M | −$177.6K | Cut−$177.6K |
| CoreCap Advisors, LLC | 315.9K | $11.6M | −$164.8K | Added$534.1K |
| FC Advisory LLC | 295.4K | $10.9M | −$158.7K | Added$187.6K |
| CITIGROUP INC | 279.3K | $10.3M | −$155K | Cut−$396.8K |
| Trek Financial, LLC | 271.9K | $10M | −$59.7K | Added$5.99M |
| Octavia Wealth Advisors, LLC | 262.8K | $9.68M | −$55.3K | Added$5.95M |
| Grey Fox Wealth Advisors, LLC | 262K | $9.65M | −$105.4K | Added$2.55M |
| HOWE & RUSLING INC | 260.4K | $9.59M | −$134.7K | Added$516.6K |
| Amicus Financial Advisors, LLC | 238.8K | $8.8M | −$128.9K | Added$114.4K |
| FORM Wealth Advisors, LLC | 235.6K | $8.68M | −$130.7K | Cut−$936.6K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 262.8K | $8.65M | — | New |
| NEUBERGER BERMAN GROUP LLC | 232.2K | $8.55M | −$123.1K | Added$258.9K |
| TIAA TRUST, NATIONAL ASSOCIATION | 231.4K | $8.53M | −$133.8K | Cut−$357M |
| UMB Bank, n.a. | 220.2K | $8.11M | −$117.5K | Added$196.9K |
| Steward Partners Investment Advisory, LLC | 210.1K | $7.74M | −$116.6K | Cut−$374.6K |
| Sanctuary Advisors, LLC | 206.3K | $7.6M | −$102.9K | Added$670.1K |
| Pathstone Holdings, LLC | 203.5K | $7.5M | −$112.9K | Cut−$6.3M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 201.4K | $7.42M | −$111.8K | Cut−$2.26M |
| Sigma Planning Corp | 195.9K | $7.22M | −$106.8K | Added$17.8K |
| Modern Wealth Management, LLC | 192.3K | $7.06M | −$127.2K | Cut−$86.1K |
| Vise Technologies, Inc. | 184.5K | $6.9M | $0 | Held |
| Single Point Partners, LLC | 185.3K | $6.83M | −$100.1K | Added$84.8K |
| World Investment Advisors | 183.7K | $6.77M | −$102K | Cut−$267.3K |
| Integrated Advisors Network LLC | 179.8K | $6.63M | −$80.4K | Added$1.21M |
| Cornerstone Management, Inc. | 176.4K | $6.5M | −$89.9K | Added$443.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 176.7K | $6.49M | −$113.3K | Cut−$2.5M |
| PPM AMERICA INC/IL | 175.8K | $6.48M | — | New |
| FIFTH THIRD BANCORP | 174.7K | $6.43M | −$159 | Added$6.42M |
| CreativeOne Wealth, LLC | 173.9K | $6.41M | −$90.9K | Added$280.9K |
| NATIONAL BANK OF CANADA /FI/ | 173.3K | $6.38M | −$92.2K | Added$168.8K |
| Ascent Group, LLC | 171.8K | $6.33M | −$93.5K | Added$29.6K |
| HOHIMER WEALTH MANAGEMENT, LLC | 171.3K | $6.31M | −$93.9K | Cut−$18.8K |
| Heritage Family Offices, LLP | 167.6K | $6.17M | −$93K | Cut−$2.72M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 162.1K | $5.96M | −$119.9K | Cut−$3.03M |
| Creative Planning | 160K | $5.89M | −$88.8K | Cut−$255.9K |
| Fisher Asset Management, LLC | 159.7K | $5.88M | −$88.7K | Cut−$529.4K |
| OLD MISSION CAPITAL LLC | 159.6K | $5.88M | — | New |
| Angel Oak Capital Advisors, LLC | 158.9K | $5.86M | −$88.2K | Cut−$7.68M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 157.9K | $5.82M | — | New |
| HSBC HOLDINGS PLC | 157.5K | $5.8M | −$77K | Added$614K |
| Concurrent Investment Advisors, LLC | 153.4K | $5.65M | −$85.1K | Cut−$990.3K |
| Aberdeen Group plc | 149.1K | $5.49M | −$82.7K | Cut−$11M |
| Sage Advisory Services, Ltd.Co. | 147.2K | $5.42M | −$82.5K | Cut−$3.15M |
| FOUNDERS FINANCIAL SECURITIES LLC | 145.3K | $5.39M | −$36.1K | Added$487.7K |
| Chesapeake Wealth Management | 144.6K | $5.33M | −$78.1K | Added$63.2K |
| Merit Financial Group, LLC | 143.6K | $5.29M | −$36.7K | Added$2.82M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 140.3K | $5.17M | −$67.4K | Added$626.1K |
| KINTRA WEALTH, LLC | 135.7K | $5M | — | New |
| Twele Capital Management, Inc. | 135.5K | $4.99M | −$59.2K | Added$1.01M |
| FORTE ASSET MANAGEMENT LLC | 135.1K | $4.98M | −$75K | Cut−$1.31M |
| Ellevest, Inc. | 134.2K | $4.94M | −$72.4K | Added$69.4K |
| MML INVESTORS SERVICES, LLC | 133.2K | $4.91M | −$73.9K | Cut−$1.64M |
| Topel & Distasi Wealth Management, LLC | 131.2K | $4.83M | −$70.2K | Added$100.5K |
| ALPS ADVISORS INC | 130.7K | $4.82M | −$72.6K | Cut−$9.69M |
| Kestra Advisory Services, LLC | 128.6K | $4.74M | −$71.4K | Cut−$692K |
| HighTower Advisors, LLC | 127.1K | $4.68M | −$70.6K | Cut−$7.81M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 125K | $4.61M | −$36.5K | Added$2.15M |
| Financiere des Professionnels - Fonds d'investissement inc. | 123.5K | $4.55M | −$68.5K | Cut−$1.75M |
| SECURIAN ASSET MANAGEMENT, INC | 122.1K | $4.5M | −$67.8K | Cut−$247.3K |
| Independent Advisor Alliance | 121.3K | $4.47M | −$19.2K | Added$3.17M |
| Orion Porfolio Solutions, LLC | 121.2K | $4.46M | −$67.2K | Cut−$277.9K |
| Rockefeller Capital Management L.P. | 117.2K | $4.32M | −$65K | Cut−$3.85M |
| Counterweight Ventures, LLC | 113.6K | $4.18M | −$52.5K | Added$648.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 112.9K | $4.16M | −$62.7K | Cut−$881.2K |
| Gibbs Wealth Management | 112.7K | $4.15M | −$54.6K | Added$1.4M |
| BTG Pactual Asset Management US LLC | 104.7K | $3.85M | $0 | Added$1.62M |
| Financial & Tax Architects, LLC | 103.9K | $3.83M | −$53K | Added$259.8K |
| Paragon Advisors, LLC | 102.4K | $3.77M | −$56.8K | Cut−$367.4K |
| American Trust | 101.8K | $3.75M | −$57K | Cut−$122.6K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 101.4K | $3.73M | −$56.2K | Cut−$365.8K |
| IEQ CAPITAL, LLC | 100.4K | $3.7M | −$54.5K | Added$24.9K |
| Marble Wealth, LLC | 97.8K | $3.6M | −$50.4K | Added$209.1K |
| SWS Partners | 97K | $3.57M | −$53.8K | Cut−$83.5K |
| Drucker Wealth 3.0, LLC | 96K | $3.54M | −$51K | Added$98.9K |
| Ethos Financial Group, LLC | 95.2K | $3.51M | −$52.3K | Cut−$18.1K |
| NISA INVESTMENT ADVISORS, LLC | 93.7K | $3.45M | — | New |
| THRYVE WEALTH MANAGEMENT LLC | 92.8K | $3.42M | −$51.5K | Cut−$423.1K |
| Tower Research Capital LLC (TRC) | 92.7K | $3.42M | — | New |
| Golden State Equity Partners | 91.2K | $3.36M | −$24.5K | Added$1.7M |
| DeLarme Wealth Management, Inc. | 91.2K | $3.36M | −$50.6K | Cut−$101.3K |
| Charles Schwab Trust Co | 91K | $3.35M | −$50.5K | Cut−$268.4K |
| SAGESPRING WEALTH PARTNERS, LLC | 88.8K | $3.27M | −$49.3K | Cut−$257.2K |
| Goldstone Financial Group, LLC | 82.8K | $3.05M | −$46K | Cut−$140.1K |
| LeConte Wealth Management, LLC | 81.3K | $2.99M | −$42.4K | Added$135.9K |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 81K | $2.98M | — | New |
| Peak Planning Group, LLC | 77.2K | $2.85M | −$30.5K | Added$790.4K |
| WealthCare Investment Partners, LLC | 76.1K | $2.8M | −$47.5K | Added$60.3K |
| Stratos Wealth Partners, LTD. | 75K | $2.76M | −$41.3K | Cut−$16.1K |
| Arax Advisory Partners | 74.7K | $2.75M | −$9.69K | Added$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73.6K | $2.71M | −$40.9K | Cut−$334.8K |
| PNC Financial Services Group, Inc. | 73.1K | $2.69M | −$40.6K | Cut−$2.02M |
| PRINCIPAL SECURITIES, INC. | 72.4K | $2.67M | −$40.2K | Cut−$10.3M |
| MASECO LLP | 71.7K | $2.64M | −$39.4K | Cut−$650.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 71.6K | $2.64M | −$39.5K | Cut−$23.9K |
| Kathmere Capital Management, LLC | 71.1K | $2.62M | −$34.7K | Added$281.9K |
| Mutual Advisors, LLC | 71K | $2.61M | −$30.2K | Added$577.2K |
| NEW WAVE WEALTH ADVISORS LLC | 70.8K | $2.61M | −$39.3K | Cut−$283.4K |
| EXCHANGE TRADED CONCEPTS, LLC | 69.4K | $2.56M | −$32.5K | Added$364.7K |
| WELLINGTON MANAGEMENT GROUP LLP | 68.8K | $2.53M | — | New |
| Leeward Financial Partners, LLC | 68.2K | $2.51M | −$37.8K | Cut−$34.7K |
| Clear Creek Financial Management, LLC | 66.7K | $2.46M | — | New |
| Mechanics Bank Trust Department | 66.4K | $2.45M | −$36.9K | Cut−$71.7K |
| DAVENPORT & Co LLC | 65.3K | $2.4M | −$34.6K | Added$68.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 64.3K | $2.37M | −$35.7K | Cut−$121.8K |
| MGO ONE SEVEN LLC | 63.7K | $2.35M | −$35.4K | Cut−$595.7K |
| Proficio Capital Partners LLC | 63K | $2.32M | — | New |
| TITLEIST ASSET MANAGEMENT, LLC | 62.6K | $2.3M | −$32.3K | Added$125.2K |
| Unison Advisors LLC | 62.1K | $2.29M | −$33.6K | Added$26.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 61.7K | $2.27M | −$26K | Added$523.1K |
| Procyon Advisors, LLC | 60.2K | $2.22M | −$24.6K | Added$556.8K |
| HM PAYSON & CO | 58.7K | $2.16M | — | New |
| Joel Adams & Associates, Inc. | 58.1K | $2.14M | −$30.5K | Added$82.9K |
| Choate Investment Advisors | 56.9K | $2.1M | −$26.3K | Added$325.8K |
| GENESIS PRIVATE WEALTH, LLC | 56.1K | $2.07M | −$28.1K | Added$174.3K |
| NEW ENGLAND ASSET MANAGEMENT INC | 55.1K | $2.03M | −$29.5K | Added$44.2K |
| Bragg Financial Advisors, Inc | 54.7K | $2.02M | −$28.5K | Added$96.6K |
| Innovative Wealth Building LLC | 54.6K | $2.01M | −$28.5K | Added$91.5K |
| GUGGENHEIM CAPITAL LLC | 54.3K | $2M | −$30.4K | Cut−$404.8K |
| Windsor Capital Management, LLC | 52.6K | $1.94M | −$23.6K | Added$350.2K |
| Atlas Legacy Advisors, LLC | 52.1K | $1.92M | −$26.1K | Added$163.9K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 52K | $1.92M | −$28.9K | Cut−$67.9K |
| SIMON QUICK ADVISORS, LLC | 51.6K | $1.9M | −$27.9K | Added$18.3K |
| Verdence Capital Advisors LLC | 50.6K | $1.86M | −$28.1K | Cut−$157.4K |
| Mariner, LLC | 50.3K | $1.85M | −$27.9K | Cut−$309.1K |
| Sovran Advisors, LLC | 48.8K | $1.82M | −$16.2K | Added$171.9K |
| RIVERSEDGE ADVISORS, LLC | 49.2K | $1.81M | −$27.3K | Cut−$957.3K |
| State of Wisconsin - Board of Commissioners of Public Lands | 48.5K | $1.79M | −$26.9K | Cut−$26.9K |
| High Net Worth Advisory Group LLC | 47.5K | $1.75M | −$26.1K | Cut−$4.5K |
| OAK HARBOR WEALTH PARTNERS, LLC | 46.9K | $1.73M | −$24.7K | Added$63.9K |
| Union Bancaire Privee, UBP SA | 47K | $1.72M | −$43.9K | Cut−$43.9K |
| Sowell Financial Services LLC | 46.5K | $1.71M | −$20.3K | Added$347.4K |
| Elwood & Goetz Wealth Advisory Group, LLC | 45.4K | $1.67M | −$5.39K | Added$1.31M |
| Focus Partners Wealth | 44.1K | $1.67M | $15.7K | Cut−$2.69M |
| Y.D. More Investments Ltd | 44.9K | $1.66M | −$24.9K | Cut−$519.5K |
| Gotham Asset Management, LLC | 44.9K | $1.66M | −$23.9K | Added$42.6K |
| Advisory Services Network, LLC | 44.9K | $1.65M | −$24.9K | Cut−$191.1K |
| Vertex Investment Solutions Co., Ltd. | 45K | $1.64M | — | New |
| Neumann Capital Management, LLC | 44.1K | $1.62M | −$18.5K | Added$380K |
| Icahn Capital | 44K | $1.62M | −$20K | Added$269.9K |
| J.W. COLE ADVISORS, INC. | 43.8K | $1.61M | −$19.9K | Added$18.1K |
| AGF MANAGEMENT LTD | 43.5K | $1.6M | — | New |
| CGN Advisors LLC | 43.5K | $1.6M | −$22.7K | Added$76.3K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 43K | $1.58M | — | New |
| Collaborative Fund Advisors, LLC | 42.8K | $1.58M | — | Held |
| GUIDANCE CAPITAL, INC | 42.6K | $1.58M | −$6.44K | Added$1.21M |
| Encompass More Asset Management | 42.4K | $1.56M | — | New |
Who left
- TOEWS CORP /ADV$213.9M
- NEOS Investment Management LLC$62.6M
- JANE STREET GROUP, LLC$46.5M
- AXXCESS WEALTH MANAGEMENT, LLC$38.1M
- BTS Asset Management, Inc.$25.9M
- POTOMAC FUND MANAGEMENT INC /ADV$25.3M
- Cullen/Frost Bankers, Inc.$8.14M
- BlueCrest Capital Management Ltd$7.96M
- Quotient Wealth Partners, LLC$6.72M
- Engineers Gate Manager LP$5M
- HERITAGE OAK WEALTH ADVISORS LLC$3.27M
- Balefire, LLC$2.99M
- Legacy Wealth Partners, LLC$1.9M
- NewEdge Advisors, LLC$1.4M
- Atria Investments, Inc$1.33M
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.